Use the Documents task to add new documents to the shipment; for example, customs or insurance documents. Although you can access the Documents task at any time, it is typically used to add and print documents after the shipment has been manifested. Workflow - Documents Task shows the default appearance of the Documents Task screen when there are no documents associated with the shipment.

Workflow - Documents Task

The fields on the Documents Task screen are:

Type

The document type enables you to identify document types. To view a list of document types such as customs or hazardous material documents, click the lookup icon. Usually, you can leave this field blank because it automatically populates when you specify a value in the Reference field.

Reference

A code that identifies the document. The combination of the document type and reference uniquely identify the document.

Image

Use this field to associate a document from an external system with the shipment. These documents are stored in Precision as scanned images. To upload scanned images of documents, click Choose File. If the file type you upload is not supported, an appropriate message is displayed at the top of the screen. Your administrator controls which file types are supported.

Printer

Leave this field blank unless you want to override the current locale printer.